by Jon Sevenker | Jun 11, 2019 | P&A Articles, Retirement
Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road. The best way to optimize taxes over the long run might be to accelerate taxes in the short run. If you’re approaching 70.5 years of age,...
by Jon Sevenker | Jun 6, 2019 | P&A Articles
It’s been over a decade since I took my vehicle to one of those national quick lube franchises for an oil change. Here’s how I remember my experience. I arrived a minute before they opened. Through the garage doors, I could see several guys talking and laughing....
by Jon Sevenker | May 6, 2019 | P&A Articles, Rising Success
My Teammates mentee will graduate high school in a few weeks and head off to college in the fall. In our most recent conversation, he used the word “adulting” to describe some of the tasks involved in preparing to fly the coop. Apparently, I’m out of touch because I...
by Jon Sevenker | Apr 4, 2019 | Financial Planning, P&A Articles
Congratulations! You are one in 292 million. When you first saw the winning numbers, you no doubt did a triple or quadruple take. Maybe you rubbed your eyes as your heart began to race. Maybe you got down on your knees and looked to the heavens, arms...
by Jon Sevenker | Mar 15, 2019 | P&A Articles, Retirement
Last month, we received an email from a client who had just returned to the U.S. after an overseas trip. She wanted to thank us for encouraging her to go and admitted, if we hadn’t nudged her, she would have missed out on the trip of a lifetime. Needing a nudge isn’t...
